Rental Property Income and Expense Tracker

Know where every rent payment and every expense went, property by property. A bilingual spreadsheet for landlords with 1 to 10 properties or units, with a rent roll that checks who paid, a dashboard by month and a year summary in the order of IRS Schedule E.

Controla la renta, los ingresos y los gastos de tus propiedades en alquiler, con etiquetas en inglés y español.

What's inside

• Start Here: a 5 step quick start, a color guide and tips, in English and Spanish.
• Properties: up to 10 properties. The names you type fill every Property dropdown.
• Rent Roll: one row per lease and a 12 month grid that reads your Income log and shows paid in full, partial or nothing after the due day, with the balance still owed.
• Income: every payment, with categories for rent, late fees, pet fees and other income.
• Expenses: every bill, with categories named like the Schedule E lines: advertising, auto and travel, cleaning and maintenance, commissions, insurance, legal and other professional fees, management fees, mortgage interest, other interest, repairs, supplies, taxes, utilities, depreciation and other.
• Dashboard: pick a year and see income, expenses and net cash flow by month and by property, unpaid rent, a chart and expenses by category.
• Tax Summary: year totals per property in Schedule E order, plus business miles and purchase details, ready to hand to your tax preparer.
• Security Deposits, Mileage and Maintenance: deposits you hold and return, trips with the IRS standard mileage rate you enter, and repairs with warranties and next check dates.

Details

• Works in Microsoft Excel and Google Sheets. No macros.
• Every tab is labeled in English and Spanish.
• Sample rows for two example properties show how it works. Delete them and add yours.
• Formulas are locked so they do not break by accident (no password, you can unlock them any time).
• One file holds several years. Change the year on the Dashboard to see another one.

A record-keeping tool, not tax, legal or accounting advice. Your tax preparer decides how each amount is reported. Personal use, no resale.

Instant download. Your download link arrives in your order confirmation email right after checkout. Nothing ships.